+3,549.0%
LRCX vs BN
+265.2%
+3,283.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | -0.3% |
| 7D | -3.1% | -5.2% | +2.1% | +0.8% |
| 30D | -8.6% | -14.5% | +5.9% | +2.6% |
| 3M | -17.7% | -15.0% | -2.7% | -7.5% |
| 6M | +36.4% | -5.4% | +41.8% | +41.4% |
| YTD | +74.5% | -16.4% | +91.0% | +97.5% |
| 1Y | +159.4% | -16.2% | +175.7% | +193.2% |
| 3Y | +361.6% | +67.5% | +294.1% | +204.4% |
| 5Y | +425.2% | +34.1% | +391.1% | +304.7% |
| All | +3,549.0% | +265.2% | +3,283.9% | +1,325.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling